Philip Ng

“It looks like weather contributed to weaker. Hey, how you doing, Ned? It looks like weather contributed to weaker volumes in the quarter, Texas, Oklahoma in particular.”

“Tony I apologize I had some technical issues. I may have missed some of this. I guess big picture when you think about North America, and you've always kind of opined on your business being packaging at its core, and certainly supply and demand is very tight right now.”

“I think on the wallboard side of things, the previous two quarters, your volumes lagged industry considerably. So that trend reversed pretty nicely. Were there any one-offs that's driving that, like rebates and how contracts were set up?”

“You know, still a pretty challenging backdrop. Help us kind of think through the key drivers that you have that gives you confidence if you deliver, you know, positive and more organic growth in your siding and trim business.”

“Results in Europe was certainly very impressive given the backdrop.”